i hold a balanced view and want to try and keep the management honest.
i can understand that if you hold 80% of your portfolio in a stock you will have rose coloured glasses and you sing the praises of management for endless delays. you even insinuate they did it on purpose because they knew the iron ore price would rise. the latest samso interview revealed another delay but i've posted that that was baked into the stagnant share price since January. the share price has finally started to move now because republic investment management have finally p!ssed off - the undisclosed order a fortnight ago was a big clue their time was near.
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